See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,445 | $95,193-7.1% | $76,523+15.6% | $135,375-34.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.67% | 4.85%-11.5pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $8,496 | $3,302+157.2% | $2,647+220.9% | $4,779+77.8% |
| Participant deferral / active EE | $8,555 | $4,639+84.4% | $3,835+123.0% | $5,609+52.5% |
| Admin fee / account holder | $5,105 | $6,249-18.3% | $4,848+5.3% | $10,827-52.8% |